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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
651
Marotta Asset Management
Virginia
$252K +$37.1K +285 +18%
A
652
Argentarii
Ohio
$251K +$260K +1,996 New
RDFA
653
Ritter Daniher Financial Advisory
Ohio
$250K – – –
AMM
654
American Money Management
California
$250K -$5.73K -44 -2%
IIC
655
Ironwood Investment Counsel
Arizona
$249K – – –
IIL
656
Insight Inv LLC
California
$248K – – –
FHB
657
First Hawaiian Bank
Hawaii
$247K – – –
CWC
658
Carolinas Wealth Consulting
North Carolina
$246K +$82.4K +633 +48%
Empower Advisory Group
659
Empower Advisory Group
Colorado
$245K -$92.3K -709 -27%
MA
660
MONECO Advisors
Connecticut
$244K – – –
SWP
661
Summit Wealth Partners
Florida
$243K -$11.7K -90 -4%
RFS
662
Richardson Financial Services
Massachusetts
$242K +$27.6K +212 +12%
GWM
663
GSB Wealth Management
Connecticut
$242K +$781 +6 +0.3%
CFG
664
Citizens Financial Group
Rhode Island
$241K +$651 +5 +0.3%
MBT
665
Montecito Bank & Trust
California
$238K – – –
SC
666
SouthState Corp
Florida
$238K +$7.16K +55 +3%
SFG
667
SNS Financial Group
Minnesota
$237K – – –
RWA
668
River Wealth Advisors
Pennsylvania
$235K – – –
AIA
669
Accelerate Investment Advisors
California
$234K +$28.5K +219 +13%
FM
670
Foster & Motley
Ohio
$234K – – –
SW
671
SMART Wealth
Nebraska
$234K +$15.4K +118 +7%
FWMP
672
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$233K -$39.1K -300 -14%
RC
673
Rahlfs Capital
Texas
$233K – – –
DWP
674
Daymark Wealth Partners
Ohio
$229K -$10.5K -81 -4%
GWS
675
Glassman Wealth Services
Virginia
$229K +$3K +23 +1%